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GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $3.75B
1-Year Est. Return 28.61%
This Fund
S&P 500
This Quarter Est. Return
+19.46%
1 Year Est. Return
+28.61%
3 Year Est. Return
+91.49%
5 Year Est. Return
+112.01%
10 Year Est. Return
+671.97%
AUM
$3.75B
AUM Growth
+$605M
Cap. Flow
+$140M
Cap. Flow %
3.74%
Top 10 Hldgs %
42.95%
Holding
390
New
40
Increased
178
Reduced
138
Closed
24

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.8M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$9.87M
3
MU icon
Micron Technology
MU
+$9.06M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.42M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$8.18M

Top Sells

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$11.5M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.28M
3
IHI icon
iShares US Medical Devices ETF
IHI
+$4.59M
4
HD icon
Home Depot
HD
+$2.5M
5
MGM icon
MGM Resorts International
MGM
+$1.84M

Sector Composition

Rank Sector Weight
1 Technology 14.08%
2 Communication Services 5.08%
3 Consumer Discretionary 4.92%
4 Industrials 2.59%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
51
Shopify
SHOP
$196B
$17.8M 0.48%
155,965
+12,683
+9% +$1.45M
PAVE icon
52
Global X US Infrastructure Development ETF
PAVE
$14.4B
$16.1M 0.43%
274,009
-17
-0% -$954
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.11T
$12.7M 0.34%
25,295
+2,166
+9% +$1.04M
JPSE icon
54
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$603M
$11.4M 0.3%
189,522
-809
-0.4% -$46.4K
TER icon
55
Teradyne
TER
$59.3B
$11.4M 0.3%
23,553
-1,978
-8% -$746K
IWF icon
56
iShares Russell 1000 Growth ETF
IWF
$127B
$11.1M 0.3%
89,149
+705
+0.8% +$85K
USMV icon
57
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$10.9M 0.29%
112,746
-1,369
-1% -$130K
APH icon
58
Amphenol
APH
$206B
$10.7M 0.29%
60,947
+1,652
+3% +$238K
VTI icon
59
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$10.5M 0.28%
28,436
+3,514
+14% +$1.26M
VOO icon
60
Vanguard S&P 500 ETF
VOO
$1.03T
$10.5M 0.28%
15,266
+2,907
+24% +$1.94M
CLIP icon
61
Global X 1-3 Month T-Bill ETF
CLIP
$2.4B
$10.2M 0.27%
101,301
-7,469
-7% -$748K
CGGO icon
62
Capital Group Global Growth Equity ETF
CGGO
$11.9B
$10.1M 0.27%
237,757
-1,080
-0.5% -$42K
VICI icon
63
VICI Properties
VICI
$28.6B
$8.85M 0.24%
333,333
-12,185
-4% -$341K
CGUS icon
64
Capital Group Core Equity ETF
CGUS
$11.8B
$8.67M 0.23%
194,825
+675
+0.3% +$28.9K
BE icon
65
Bloom Energy
BE
$62.2B
$8.57M 0.23%
28,327
+19,191
+210% +$4.92M
SHYG icon
66
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$8.34M 0.22%
196,542
+33,661
+21% +$1.43M
MUB icon
67
iShares National Muni Bond ETF
MUB
$45.8B
$8.31M 0.22%
77,176
+1,946
+3% +$208K
IAU icon
68
iShares Gold Trust
IAU
$64.8B
$8.27M 0.22%
109,489
-17,031
-13% -$1.45M
SPAB icon
69
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.92B
$7.92M 0.21%
310,239
-3,906
-1% -$99.6K
ASML icon
70
ASML
ASML
$691B
$7.82M 0.21%
3,929
+352
+10% +$560K
PWR icon
71
Quanta Services
PWR
$101B
$7.71M 0.21%
10,707
+1,219
+13% +$833K
BUFR icon
72
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$7.49M 0.2%
205,040
+19,615
+11% +$703K
JPM icon
73
JPMorgan Chase
JPM
$962B
$7.38M 0.2%
22,544
-479
-2% -$149K
PANW icon
74
Palo Alto Networks
PANW
$313B
$7.06M 0.19%
20,715
-167
-0.8% -$38.2K
SPSM icon
75
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$6.92M 0.18%
119,998
-4,322
-3% -$231K
1 2
3
4 5

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ACH
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SCA
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HA
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OIMU
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SPPAM
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DGM
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Gerber Kawasaki Wealth & Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Gerber Kawasaki Wealth & Investment Management held 390 positions worth $3.75B, up 19% from $3.14B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Gerber Kawasaki Wealth & Investment Management deployed $140M of net new capital in Q2 2026, opening 40 new positions and adding to 178 existing holdings. Its largest new stake was Intuitive Surgical: 2,637 shares worth $1.05M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was iShares Semiconductor ETF, an estimated $11.5M trimmed.

  • Gerber Kawasaki Wealth & Investment Management's largest Q2 2026 buy was Intuitive Surgical: 2,637 shares worth $1.05M.
  • Gerber Kawasaki Wealth & Investment Management added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $14.8M increase.
  • Gerber Kawasaki Wealth & Investment Management's biggest Q2 2026 reduction was iShares Semiconductor ETF, cutting an estimated $11.5M.
  • Gerber Kawasaki Wealth & Investment Management fully exited Caterpillar in Q2 2026, selling an estimated $1.23M.
  • Gerber Kawasaki Wealth & Investment Management's ten largest holdings make up 43% of its $3.75B portfolio in Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management opened 40 new positions and closed 24 in Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management's portfolio value rose 19% quarter-over-quarter to $3.75B.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.